- Tax Planning, Estate Taxes, Charitable Trusts
What You Should NOT Put in a Living Trust!
Date & Time
- May 28th @ 12:00 PM (PST)
Description
- A living trust is a powerful estate planning tool, but it is not a dumping ground for everything you own. Put the wrong assets into a living trust and you can trigger taxes, lose protections, or create problems that were never there to begin with. In this webinar, you’ll learn what should not go into a living trust, why certain assets are better left outside, and how common mistakes quietly undermine good planning. Practical, plain-English guidance with real-world examples, presented by estate planning attorney Jim Cunningham. Register now to avoid costly trust mistakes before they happen.